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Disclosery

SCHP SCHWAB STRATEGIC TR

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SHS (fund)

729 managers (737 13F filers) reported a position in SCHP shares at 2026-03-31, 399,149,630 shares in all. 79 filers opened a position and 50 filers sold out during the quarter.

Managers
729
13F filers
737
New
79
Added
328
Reduced
218
Sold out
50
Shares held by filers
399,149,630

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Laraway Financial Advisors Inc22,350$595K0.42%-63513F-HRTimeline
Opus Financial Solutions LLC22,306$594K0.56%+4,68513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,697$577K<0.01%+2,94613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…21,538$573K0.01%-1,18913F-HRTimeline
Shearwater Capital LLC21,290$567K0.3%013F-HRTimeline
Brand Asset Management Group, Inc.21,213$564K0.15%-3,48013F-HRTimeline
CWM, LLCin group CWM, LLC21,056$560K<0.01%-1,47713F-HRTimelineGroup
WT Wealth Management21,031$560K0.17%+1,41713F-HRTimeline
RESOLUTE CAPITAL, LLC20,765$553K0.22%-2,14313F-HRTimeline
Summit Trail Advisors, LLC20,735$552K0.01%+11,50613F-HRTimeline
Gradient Capital Advisors, LLC20,703$551K0.14%013F-HRTimeline
Integrated Advisors Network LLC20,579$548K0.03%-54,05313F-HRTimeline
Wedmont Private Capital20,449$546K0.02%+12,08913F-HRTimeline
Ares Financial Consulting, LLC20,443$543K0.43%+15,58013F-HRTimeline
Krilogy Financial LLC20,227$542K0.02%new13F-HRTimeline
Stewardship Advisors, LLC20,254$539K0.12%+1,49113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.20,063$534K0.05%+95913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…20,051$534K0.04%new13F-HRTimelineGroup
Keener Financial Planning LLC19,980$531K0.22%new13F-HRTimeline
Western Reserve Capital Management, LLC19,778$526K0.43%-38013F-HRTimeline
Visionary Wealth Advisors19,723$525K0.02%+1,44113F-HRTimeline
Integrity Advisory Solutions, LLC19,506$519K0.07%+1,16313F-HRTimeline
Covestor Ltd19,288$513K0.36%+26613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC19,257$512K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC19,254$512K0.02%+4,52613F-HRTimeline
Graetz Wealth LLC18,950$504K0.45%+13013F-HRTimeline
WealthPlan Investment Management, LLC18,712$498K0.03%-4113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…18,671$497K0.03%-2,20013F-HRTimeline
Cassady Wealth & Retirement Planning, L…18,461$496K0.26%+39813F-HRTimeline
Gambit Capital Management, LLC18,546$494K0.35%new13F-HRTimeline
Apella Capital, LLC18,335$492K0.01%-3,75113F-HRTimeline
Yoder Wealth Management, Inc.18,400$490K0.22%013F-HRTimeline
Saxony Capital Management, LLC18,151$483K0.28%-9,61913F-HRTimeline
BRIGHTON JONES LLC18,129$482K0.01%new13F-HR/ATimeline
LifeGoal Investments, LLC18,090$480K0.27%-7,21213F-HRTimeline
Oder Investment Management, LLC17,920$477K0.37%-82013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd17,864$475K0.04%-19,85713F-HRTimeline
MCDONALD PARTNERS LLC17,804$474K0.11%+8,43913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,509$466K0.01%-11,33213F-HRTimeline
Latitude Advisors, LLC17,153$456K0.21%-19113F-HRTimeline
Farrell Financial LLC17,140$456K0.27%+36113F-HRTimeline
Walkner Condon Financial Advisors LLC17,015$453K0.06%-913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,869$449K<0.01%-75913F-HRTimelineGroup
Geometric Wealth Advisors16,811$447K0.06%+2,58713F-HRTimeline
Guardian Financial Partners, LLC16,798$447K0.19%+2,88913F-HRTimeline
World Investment Advisors16,708$445K0.01%+2,70513F-HRTimeline
Lynx Investment Advisory16,421$437K0.21%+37413F-HRTimeline
Coastwise Capital Group, LLC16,252$432K0.24%013F-HRTimeline
CoreCap Advisors, LLC16,002$426K0.01%+3,59413F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,755$419K0.01%-73,67213F-HRTimeline
SURIENCE PRIVATE WEALTH LLC15,461$411K0.44%new13F-HRTimeline
Downshift Financial, LLC15,174$408K0.21%-11,27513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,316$408K0.01%-26113F-HRTimeline
Sigma Planning Corp15,111$402K0.01%-1,55913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,253$400K<0.01%-1,89813F-HRTimelineGroup
North Forty Two & Co.14,982$399K0.37%+85013F-HRTimeline
Kondo Wealth Advisors, Inc.14,566$388K0.15%+14313F-HRTimeline
Destiny Wealth Partners, LLC14,309$381K0.04%-1,88113F-HRTimeline
BARRETT & COMPANY, INC.14,269$380K0.13%-43313F-HRTimeline
RED REEF ADVISORS LLC14,247$379K0.4%+1,68613F-HRTimeline
Zhang Financial LLC14,167$377K0.01%013F-HRTimeline
Ellenbecker Investment Group13,839$368K0.05%-2,32213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,749$368K0.13%+7613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,556$361K0.02%+1,67513F-HRTimelineGroup
CURIO WEALTH, LLC13,538$360K0.12%-41913F-HRTimeline
Allworth Financial LP13,084$348K<0.01%-4,74813F-HRTimeline
WJ Financial Advisors LLC13,015$346K0.28%+48613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,986$346K0.02%-1313F-HRTimeline
SRH ADVISORS, LLC12,950$345K0.1%-83013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,881$343K<0.01%013F-HRTimelineGroup
Inlight Wealth Management, LLC12,868$342K0.13%+1,21213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,817$341K0.01%+2,17413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,740$339K<0.01%-2,16513F-HRTimelineGroup
NorthCrest Asset Manangement, LLC12,562$335K0.01%+1,04213F-HRTimeline
Global Wealth Management Investment Adv…12,590$335K0.05%new13F-HRTimeline
Hexagon Capital Partners LLC12,523$333K0.05%new13F-HRTimeline
Blume Capital Management, Inc.12,500$333K0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,493$332K0.01%-96713F-HRTimelineGroup
Rossby Financial, LCC12,513$332K0.07%+7,38313F-HRTimeline
Murphy & Mullick Capital Management Corp12,432$331K0.24%013F-HRTimeline
Aspetuck Financial Management LLC12,400$330K0.23%+30013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC12,395$330K0.26%-1,44613F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…12,354$329K0.03%13F-HRTimelineGroup
WFA of San Diego, LLC12,340$328K0.26%-35013F-HRTimeline
Mason Investment Advisory Services, Inc.12,310$328K0.02%-8613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,237$326K<0.01%-41313F-HRTimelineGroup
Schiavi & Co LLC12,015$320K0.09%013F-HRTimeline
Avant Financial Advisors LLC11,881$316K0.22%013F-HRTimeline
IVC Wealth Advisors LLC11,867$316K0.14%-2013F-HRTimeline
MAI Capital Management11,504$306K<0.01%-11,47313F-HRTimeline
CWC Advisors, LLC.11,368$303K0.14%-24313F-HRTimeline
Strategic Blueprint, LLC11,233$299K0.02%-95613F-HRTimeline
Plancorp, LLC11,155$298K0.01%new13F-HRTimeline
PFG Advisors11,169$297K0.01%-21913F-HRTimeline
Kesler, Norman & Wride, LLC11,141$296K0.05%+2,38613F-HRTimeline
Boomfish Wealth Group, LLC11,044$294K0.16%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC11,011$293K0.02%013F-HRTimeline
Rothschild Wealth LLC10,891$290K0.03%+7713F-HRTimeline
Janney Montgomery Scott LLC10,831$288K<0.01%+22713F-HRTimeline
Tempus Wealth Planning, LLC10,817$288K0.07%+29913F-HRTimeline
Inman Jager Wealth Management, LLC10,807$288K0.17%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,732$286K0.01%+90613F-HRTimeline
International Private Wealth Advisors L…10,664$284K0.17%+5613F-HRTimeline
Quantinno Capital Management LP10,626$283K<0.01%+2,28713F-HRTimeline
Koshinski Asset Management, Inc.10,508$280K0.02%-3,84213F-HRTimeline
Jackson Hole Capital Partners, LLC10,429$278K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,360$276K0.03%-93913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,327$275K<0.01%-9,37713F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,305$274K0.04%-113F-HRTimeline
Hardin Capital Partners, LLC10,295$274K0.13%013F-HRTimeline
FWG Investments, LLC.10,022$267K0.17%new13F-HRTimeline
Compass Ion Advisors, LLC10,013$266K0.03%new13F-HRTimeline
Parkside Financial Bank & Trust10,004$266K0.02%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC10,000$266K0.14%new13F-HRTimeline
VPR Management LLC10,000$266K0.11%013F-HRTimeline
Edgestream Partners, L.P.9,999$266K0.01%-33,57613F-HRTimeline
Carter Financial Group, INC.9,931$264K0.16%-26113F-HRTimeline
Verdence Capital Advisors LLC9,918$264K0.02%+1,14013F-HRTimeline
Capital Investment Advisors, LLC9,883$263K<0.01%+1,20413F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…9,706$258K0.07%-1,69013F-HRTimeline
Powell Investment Advisors, LLC9,698$258K0.09%013F-HRTimeline
Hippocratic Financial Advisors, LLC9,688$258K0.11%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,608$256K0.01%-84913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd9,456$252K<0.01%new13F-HRTimelineGroup
Atlas Wealth Partners, LLC9,455$252K0.26%-10013F-HRTimeline
Greenfield Seitz Capital Management, LLC9,376$249K0.08%new13F-HRTimeline
Sequoia Financial Advisors, LLC9,303$248K<0.01%+1,51113F-HRTimeline
Alhambra Investment Management LLC9,282$247K0.11%013F-HRTimeline
PW Nova Financial Services LLC9,279$247K0.06%+87313F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,185$244K0.01%new13F-HRTimeline
Sound Stewardship, LLC9,092$242K0.11%+19713F-HRTimeline
Fruth Investment Management9,000$239K0.06%-3,00013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.8,976$239K0.13%-37613F-HRTimeline
Mayflower Financial Advisors, LLC8,857$236K0.03%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…8,591$229K0.04%-45013F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,590$229K0.03%+5,43213F-HRTimeline
Jacobs Equity LLC8,555$228K0.2%+54913F-HRTimeline
Goodwin Investment Advisory8,537$227K0.27%+84613F-HRTimeline
Avidian Wealth Enterprises, LLC8,510$226K0.01%-17613F-HRTimeline
ENTREWEALTH, LLC8,475$226K0.1%+60713F-HRTimeline
TRUST POINT INC.8,444$225K0.02%-8,65913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,435$224K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.8,396$223K0.07%new13F-HRTimeline
CALTON & ASSOCIATES, INC.8,342$222K0.03%-1,59613F-HRTimeline
Asset One Wealth Management LLC8,270$221K0.02%new13F-HRTimeline
Waterloo Capital, L.P.8,302$221K0.02%-25013F-HRTimeline
Sowell Financial Services LLC8,245$219K0.01%-54213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,200$218K0.1%013F-HRTimeline
Brooklyn FI, LLC8,192$218K0.05%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,190$218K<0.01%-14113F-HRTimelineGroup
93 Financial Group, LLC8,107$216K0.1%-8613F-HRTimeline
Claro Advisors Inc.8,086$215K0.03%new13F-HRTimeline
True Vision MN LLC8,072$215K0.11%+2813F-HRTimeline
Berger Financial Group, Inc8,037$214K0.01%-2413F-HRTimeline
GeoWealth Management, LLC8,011$213K0.01%+24913F-HRTimeline
Accurate Wealth Management, LLC7,917$212K0.03%+24213F-HRTimeline
Larson Financial Group LLC7,932$211K0.01%-82313F-HRTimeline
Strategic Investment Advisors / MI7,926$211K0.01%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.7,894$210K0.07%013F-HRTimeline
SVB WEALTH LLC7,743$206K0.01%-2,21813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,682$204K<0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC7,609$202K<0.01%new13F-HRTimeline
Maridea Wealth Management LLC7,544$201K0.03%-34,96413F-HRTimeline
Eagle Bay Advisors LLC7,528$200K0.18%-82,39113F-HRTimeline
Cornerstone Planning Group LLC7,415$199K0.03%+5,21313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,063$188K0.12%-1,13513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,823$182K0.12%013F-HRTimeline
SHP Wealth Management6,496$173K0.01%+3,87913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,384$170K0.01%new13F-HRTimeline
BALLAST ADVISORS LLC6,221$166K0.05%-25913F-HR/ATimeline
CENTAURUS FINANCIAL, INC.5,875$156K0.01%new13F-HRTimeline
WPG Advisers, LLC5,543$147K0.11%-46313F-HRTimeline
Root Financial Partners, LLC5,389$143K0.01%+2,37113F-HRTimeline
AdvisorNet Financial, Inc5,010$133K0.01%013F-HRTimeline
AlphaCentric Advisors LLC4,948$132K0.13%+57513F-HRTimeline
Parallel Advisors, LLC4,729$126K<0.01%-70013F-HR/ATimeline
BLAIR WILLIAM & CO/IL4,601$122K<0.01%-10213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,364$117K<0.01%013F-HRTimeline
BIRCHBROOK, INC.4,222$112K0.06%013F-HRTimeline
PRIVATE TRUST CO NA4,213$112K0.01%013F-HRTimeline
Fairscale Capital, LLC4,000$106K0.07%013F-HRTimeline
Bogart Wealth, LLC3,935$105K<0.01%-1,92513F-HRTimeline
WHITTIER TRUST CO3,822$102K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC3,825$102K0.08%-87513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,808$101K0.01%+37513F-HRTimeline
FIRST HORIZON CORP3,766$100K<0.01%+3,70413F-HRTimeline
Physician Wealth Advisors, Inc.3,733$99.3K0.01%+1,64313F-HRTimeline
Quest 10 Wealth Builders, Inc.3,730$99.3K0.09%+3,66613F-HRTimeline
Raleigh Capital Management Inc.3,550$94.5K0.03%+5713F-HRTimeline
Silver Grove Financial Group, Inc.3,487$92.8K0.07%+14813F-HRTimeline
MCF Advisors LLC3,425$91.1K<0.01%-10,32513F-HRTimeline
Caitlin John, LLC3,330$88.6K0.05%-19213F-HRTimeline
Qube Research & Technologies Ltd3,327$88.5K<0.01%+1,67313F-HRTimeline
Key Financial Inc2,888$76.9K0.01%-4413F-HRTimeline
Godfrey Financial Associates, Inc.2,871$76.4K0.07%013F-HRTimeline
LFA - Lugano Financial Advisors SA2,882$76.3K0.04%-2,51613F-HRTimeline
Rialto Wealth Management, LLC2,792$74.3K0.02%013F-HRTimeline
Cordant, Inc.2,726$72.5K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC2,671$71.1K0.01%-3813F-HRTimeline
Pacifica Partners Inc.2,665$70.9K0.02%013F-HRTimeline